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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

481 hedge funds and large institutions have $2.63B invested in Vanguard ESG US Stock ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+13
Holders Change %
+2.78%
% of All Funds
6.97%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.33%
New
40
Increased
186
Reduced
163
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCAM
Boston Common Asset Management
Massachusetts
+$18.6M
2
I
IMPACTfolio
Colorado
+$18.5M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$16.6M
4
CAM
Clarity Asset Management
Iowa
+$15.6M
5
RCS
Retirement Capital Strategies
California
+$8.27M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$287M
2
Morgan Stanley
Morgan Stanley
New York
-$80.3M
3
FCG
Financial Connections Group
California
-$12.3M
4
VF
Visa Foundation
California
-$11.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
326
MAI Capital Management
Ohio
$361K -$7.08K -76 -2%
IIA
327
Integral Investment Advisors
California
$360K – – –
AFS
328
Access Financial Services
Minnesota
$351K – – –
Massachusetts Financial Services
329
Massachusetts Financial Services
Massachusetts
$348K -$565K -6,065 -62%
PWMAG
330
Pinnacle Wealth Management Advisory Group
New Jersey
$347K – – –
PWA
331
Physician Wealth Advisors
Utah
$346K -$4.37K -49 -1%
Fidelity Investments
332
Fidelity Investments
Massachusetts
$346K +$189K +2,029 +121%
VHAM
333
Van Hulzen Asset Management
California
$345K – – –
MAM
334
McLean Asset Management
Virginia
$345K – – –
SPIA
335
Steward Partners Investment Advisory
New York
$341K +$186 +2 +0.1%
PGAM
336
Princeton Global Asset Management
New Jersey
$331K +$746 +8 +0.2%
PB
337
Pinnacle Bancorp
Nebraska
$331K +$746 +8 +0.2%
FOA
338
Five Oceans Advisors
California
$328K – – –
RP
339
Rice Partnership
Hawaii
$327K -$26.5K -284 -7%
SPA
340
Sentinel Pension Advisors
Massachusetts
$325K +$93 +1 +0%
SP
341
Symmetry Partners
Connecticut
$324K +$280 +3 +0.1%
PCIA
342
Prime Capital Investment Advisors
Kansas
$318K +$7.36K +79 +2%
PWP
343
Principle Wealth Partners
Connecticut
$312K +$8.85K +95 +3%
TWC
344
TD Waterhouse Canada
Ontario, Canada
$308K – – –
ZF
345
Zhang Financial
Michigan
$306K – – –
PCM
346
Parsons Capital Management
Rhode Island
$306K +$18.6K +200 +6%
LPT
347
Legacy Private Trust
Wisconsin
$306K – – –
TAM
348
Tocqueville Asset Management
New York
$306K – – –
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$304K +$91K +976 +43%
ACM
350
Alpha Capital Management
Texas
$302K +$373 +4 +0.1%
12 13
14
15 16